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Nvidia plan to invest 100B in openAI stalled
Posted on 1/31/26 at 6:52 am
Posted on 1/31/26 at 6:52 am
quote:
Nvidia's plan to invest up to $100 billion in OpenAI to help it train and run its latest artificial-intelligence models has stalled after some inside the chip giant expressed doubts about the deal, the Wall Street Journal reported on Friday
quote:
Nvidia CEO Jensen Huang has privately emphasized to industry associates in recent months that the original $100 billion agreement was non-binding and not finalized, the report said.
quote:
Huang has also privately criticized what he has described as a lack of discipline in OpenAI's business approach and expressed concern about the competition it faces from the likes of Alphabet's Google and Anthropic, the WSJ added.
Yahoo finance/Reuters source
Lines up with the previous reporting that openAI is having serious a financial crunch and has pulled back dramatically on spending.
They are rolling out ads as their newest features these days
This post was edited on 1/31/26 at 6:55 am
6
Posted on 1/31/26 at 7:49 am to UltimaParadox
quote:
openAI is having serious a financial crunch
Isn’t it still a non-profit company?
Posted on 1/31/26 at 7:58 am to Suntiger
quote:
Isn’t it still a non-profit company?
It restructured to a for profit company.
Needs to get to it's IPO in Q4, Altman going to have to do a musk level sell job I think to keep these valuations. Warning signs are popping up everywhere.
Posted on 1/31/26 at 7:59 am to UltimaParadox
Is this why MSFT cratered the past 2 days?
Posted on 1/31/26 at 8:07 am to UltimaParadox
Jensen started backing off from OpenAI after Sam Altman struck a deal with AMD right after NVDA. That pissed Jensen off
Posted on 1/31/26 at 8:22 am to Upperdecker
Just needs to get Michael Saylor on board. Structure it as an AI treasury and the sky is the limit.
Posted on 1/31/26 at 8:25 am to lsuconnman
quote:
Just needs to get Michael Saylor on board. Structure it as an AI treasury and the sky is the limit.
OpenAI rocket coin. Just think every time someone uses chatgpt they have to use these tokens. It will be the currency of the future
Posted on 1/31/26 at 8:28 am to lsuconnman
ok so drop the 100b into a share buy back
This post was edited on 1/31/26 at 8:29 am
Posted on 1/31/26 at 8:43 am to SlowFlowPro
quote:
Is this why MSFT cratered the past 2 days?
I think the big problem was lack of growth in their cloud services plus operating margins getting squeezed.
As an aside quite a few analyst are asking just how long before you get reasonable ROI from AI? At some point these companies are going to have to start showing AI is profitable.
Posted on 1/31/26 at 10:12 am to SlowFlowPro
quote:No. MSFT cratered Thursday & Friday because I bought 200 shares in it earlier in the week…
Is this why MSFT cratered the past 2 days?
Posted on 1/31/26 at 10:16 am to UltimaParadox
With Amazon supposedly putting $50B into OpenAI at an $850B valuation, you can bet your arse the next step is Elon coming up with some way to cram SpaceX and Tesla investors into an xAI deal.
Posted on 1/31/26 at 11:37 am to Big Scrub TX
Given the animosity between Musk and Altman, it’s all but certain Musk is in the background trying to tank OpenAI.
Posted on 1/31/26 at 11:48 am to 3D
quote:
drop the 100b into a share buy back
Dumb. This is late stage capitalism tactics. “We don’t have a better way to grow, we’ll just boost the share price temporarily so we can hit our bonus targets.”
NVDA should buy a memory company or do its own memory design and fund the production. The massive memory supply gap over the next several years would have it easily pay off.
Posted on 1/31/26 at 12:15 pm to Upperdecker
quote:
NVDA should buy a memory company or do its own memory design and fund the production. The massive memory supply gap over the next several years would have it easily pay off.
Nvidia is completely fabless, they do zero production. They are design only.
Everyone except Intel split their fab into other businesses. Intel keeps talking about it.
There is only 3 memory manufacturers left, Samsung, sk hynix, and micron. Very cyclical business shook everyone else out
Posted on 1/31/26 at 12:16 pm to UltimaParadox
quote:
There is only 3 memory manufacturers left, Samsung, sk hynix, and micron. Very cyclical business shook everyone else out
Hence why it would make sense for NVDA to buy one or invest in one. It’s not going to be cyclical any more. AI investment will drive steady memory growth
Posted on 1/31/26 at 12:23 pm to Upperdecker
Micron would be the only one that Nvidia could possibly buy, the others are intertwined with the Korean govt.
Not sure the government would allow them in the USA
Not sure the government would allow them in the USA
Posted on 1/31/26 at 12:24 pm to UltimaParadox
quote:
Micron would be the only one that Nvidia could possibly buy, the others are intertwined with the Korean govt.
Korean relations are much better than things like China. But I’d expect Jensen would do an investment deal much like these other ones he’s been doing
Posted on 1/31/26 at 12:30 pm to UltimaParadox
Building shite for OpenAI is a bitch. They're demanding and don't give a frick about anyone.
Posted on 1/31/26 at 4:41 pm to Upperdecker
quote:
Korean relations are much better than things like China.
The Chaebols make Korean companies virtually uninvestable.
The Korean Peninsula is a bizarre example of the worst extremes of both socialism and capitalism.
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